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Dec 15, 2012
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>> well, i think if you look at three big factors, tom, europe has gotten better by far, we have got much lower interest rates than europe, much more resolve, stock markets are up nicely there, china which was in free fall, started to rebound, manufacturing started to rebound, gdp is rebound, use of electricity is starting to rebound, exports rebound, you filter all of those in the u.s. where you sit in the u.s. with a consumer that has got five-year high of consumer confidence, we have got housing inventories that at a four-year low, housing prices up 11 percent year over year, double digit growth in autos and auto loans so to me it looks like the consumer is poised, corporations are lean on the balance sheet side, it looks like if you trigger good secular things and trajectory on the fiscal things in the u.s. you could have a heck of a second six months in 2013 in the market. >> a lot of optimism and you are playing it at a movie theaters and begins with lions gate entertainment whomplts knew you were a teenage vampire fan with the twilight movie series, the stock has done nicely t
>> well, i think if you look at three big factors, tom, europe has gotten better by far, we have got much lower interest rates than europe, much more resolve, stock markets are up nicely there, china which was in free fall, started to rebound, manufacturing started to rebound, gdp is rebound, use of electricity is starting to rebound, exports rebound, you filter all of those in the u.s. where you sit in the u.s. with a consumer that has got five-year high of consumer confidence, we have...
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Dec 20, 2012
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for example, we're still trying to figure out europe and the depth and duration of that economy. that's just one of many. clearly i don't need another challenge coming from the uncertainty around the fiscal cliff. >> susie: you do a lot of business in china, and you're very bullish on china. can your business in china offset any during you might have in your business from what goes on in the u. economy? >> probably not. i'm bullish in the auto business and the building trades, but that is not going to be enough to offset the fiscal cliff, and we're going to have to manage europe at the same time. >> susie: let's say there is no deal and the u.s. economy really slows down, or as some people say could go into a recession, how are you preparing for that possibility? >> we're trying to make those investments that are strategic, and holding back on our hiring because we don't know the growth rates. we're probably looking at the different ways to duce our poits from a logical standpoint, and we're trying to pull every lever to give us some latitude and leverage. >> susie: what deal wou
for example, we're still trying to figure out europe and the depth and duration of that economy. that's just one of many. clearly i don't need another challenge coming from the uncertainty around the fiscal cliff. >> susie: you do a lot of business in china, and you're very bullish on china. can your business in china offset any during you might have in your business from what goes on in the u. economy? >> probably not. i'm bullish in the auto business and the building trades, but...
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Dec 31, 2012
12/12
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from the fed was enough to overcome worries about a weakening global economy, and a debt crisis in europe. but many small investors have missed out on the market's gains this year. on the whole, they've taken money out of stocks, and put it into bonds. >> small investors have become dubious of equities because essentially from 1999 until the beginning of this year, there was no return on equities. they feel they're at a disadvantage to institutional investors and computerized trading. the economy has been lackluster. >> reporter: some of the most aggressive stock buyers have been institutional investors and hedge funds-- searching for ways to make money in a low interest rate environment. many international investors also bought us stocks-- seeing them as more attractive alternatives to investments in emerging markets and europe. >> stocks won by default. it was the last remaining standing asset where you could get some dividend yield. where you could get a little bit of earnings growth. and where quality companies could deliver you a higher ann tt jthinpuusurttg urtn than just putting yo
from the fed was enough to overcome worries about a weakening global economy, and a debt crisis in europe. but many small investors have missed out on the market's gains this year. on the whole, they've taken money out of stocks, and put it into bonds. >> small investors have become dubious of equities because essentially from 1999 until the beginning of this year, there was no return on equities. they feel they're at a disadvantage to institutional investors and computerized trading. the...
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Dec 14, 2012
12/12
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and europe continues to struggle in 2013. can you tell us a little bit more, give us more color on those results? >> sure. there is more ownership about-- optimism than economic growth than last year. but there are concerns. the european debt crisis is the largest one and also very intereingly dspite th fact tha stck maet leels ve rover broadly speaking to prefinancial crisis levels, our members are very concerned about the crisis of confidence driven by ethical issues in the finance industry itself. and that is something that we pay great deal of attention to. is restoring confidence through better ethics in the profession. >> all right. we're sgoing have to leave it there. very interesting survey and the results. thank you so much. john rogers, c.e.o. of the cfa institute. >> tom: in the world of financial markets, what's bad for the economy can be good for bonds and vice versa that held true again today. the positive news on the job market caused bond prices to slip. the ten-year benchmark treasury lost ground, and the yie
and europe continues to struggle in 2013. can you tell us a little bit more, give us more color on those results? >> sure. there is more ownership about-- optimism than economic growth than last year. but there are concerns. the european debt crisis is the largest one and also very intereingly dspite th fact tha stck maet leels ve rover broadly speaking to prefinancial crisis levels, our members are very concerned about the crisis of confidence driven by ethical issues in the finance...
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Dec 1, 2012
12/12
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and that there will be solutions, and europe is getting better. so slowly but it is getting better. so this-- 2013 is really going to be the year that certainty replaces uncertainty, and that should unleash a lot of pent-up demand and tailwinds. >> tom: a lot of investors can only hope so. tiffany, just yesterday, released some disappoint. the stock price got hit. t.i.f. is the ticker symbol on tiffany. tell us what you anticipate here. you're not scared of some of the slow-down we're seeing with consumer demand on jewelry? >> no, we think some of the issues that have impacted tiffany this quarter and even the previous quarter, such as higher input costes, softness in asia, are temporary,ot secular longerm trends. the intermediator to long-term thesis with tiffany is very solid. it's about emerging markets and taking advantage of an iconic brand in the creation of wealth around the world. >> tom: emerging markets tend to be somewhat more risky. but you're also looking for health care, which tend to be more defensive. quest diagnostics her play here. the stock has been under some pre
and that there will be solutions, and europe is getting better. so slowly but it is getting better. so this-- 2013 is really going to be the year that certainty replaces uncertainty, and that should unleash a lot of pent-up demand and tailwinds. >> tom: a lot of investors can only hope so. tiffany, just yesterday, released some disappoint. the stock price got hit. t.i.f. is the ticker symbol on tiffany. tell us what you anticipate here. you're not scared of some of the slow-down we're...
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Dec 12, 2012
12/12
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fed, but from europe, from the central bank there, as well as from china, don't forget, so we've had this liquidity which has taken asset prices with the stock market and the bond markets, pricing it way up, it is actually helping housing after a long wait. moving into the future, there will be some reduction in really the fear that people have. it is not only a lack of confidence, but it is a fear of things going wrong. as we get day to day, i think the fed has been the only place in town to inject some optimism or feeling somewhat better in the general public, as well as in business. until we get through this silliness in washington, i think people will continue to be cautious. >> susie: speaking of that caution and fear, what should investors be doing with their money. so many of them, not only individual investors, but professional investors are sitting on a pile of crash. hold off or invest? what is your investment strategy? >> people, the viewers right now, many of them have been out of the stock market for an extended period of time, because of all of the craziness of the last
fed, but from europe, from the central bank there, as well as from china, don't forget, so we've had this liquidity which has taken asset prices with the stock market and the bond markets, pricing it way up, it is actually helping housing after a long wait. moving into the future, there will be some reduction in really the fear that people have. it is not only a lack of confidence, but it is a fear of things going wrong. as we get day to day, i think the fed has been the only place in town to...